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Generating Online Training Reports

Written by Support

The Online Training Report shows which Staff Users and Workers have completed their online training, whose training has expired and who has not started.

To view the report you need the Training R permission. If your Training permission is limited to selected Sites, the report only shows people on those Sites.

Step 1: Open the report

1. Select the module picker at the top left, then select Training

2. Select Online Training > Online Report in the left menu

Step 2: Review the summary

The report opens showing Workers with training dated in the last 12 months. The four cards count the rows in the report:

  • Completed – passed and not yet expired

  • Expired – passed but past the expiry date

  • Not Done – required but not attempted

  • Action Required – Expired and Not Done combined

Select a card to show only that status. Select it again to clear it.

Step 3: Filter the report

1. Select Filters

2. Choose from Entity (Staff or Worker), Training Status, Training, Company, Site/Project (shown if your organisation uses Sites), Person Status and the Date From / Date To range

3. Select Done to apply the filters

Your filters appear as tags under the search box. Remove a tag with its x, or select Clear all filters. Use the search box to find a person, Company or Training Course.

The date range applies to the Date Completed for Completed training and the Date Expiry for Expired training. Not Done training always shows.


​Step 4: Download the report

1. Select Download CSV under the table

The file includes every row matching your filters, in the order shown on screen. Exports are limited to 500,000 rows. If your selection is larger, narrow the filters and export in batches.

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